Insights

Comprehensive Digital Platform HALO Technologies provides a scalable and integrated digital advice platform tailored for financial advisors and wealth managers, presenting a compelling opportunity to offer complementary fintech solutions or integrations to expand client service capabilities.

Global Market Access With access to over 40,000 companies across multiple exchanges and fractional trading across major markets including the US, China, and Europe, HALO appeals to firms seeking broad international investment options, indicating potential for partnerships or tools that enhance global trading and research.

Rapid International Expansion The company’s recent setup of an operations center in Glasgow and plans to extend services internationally highlight its growth trajectory, creating opportunities to provide local support, localized solutions, or cross-border financial technology services.

Innovation and Technology HALO's investment in AI capabilities, RFID features for body cameras, and integration with partners like P3 Marine signals a focus on cutting-edge technology, offering avenues to sell supplemental AI, IoT, or risk management solutions that align with HALO’s tech-forward strategy.

Financial Growth and Market Presence Having raised significant capital through an IPO and generating revenue in the $10M-$25M range, HALO presents opportunities to collaborate or integrate with other financial platforms seeking to capitalize on a growing market for digital wealth management solutions.

Similar companies to HALO Technologies Pty Ltd

HALO Technologies Pty Ltd Tech Stack

HALO Technologies Pty Ltd uses 8 technology products and services including Hotjar, Linkedin Insight Tag, jsDelivr, and more. Explore HALO Technologies Pty Ltd's tech stack below.

  • Hotjar
    Analytics
  • Linkedin Insight Tag
    Analytics
  • jsDelivr
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • HubSpot Content Hub
    Content Management System
  • Goober
    Javascript Libraries
  • HubSpot Chat
    Live Chat
  • HSTS
    Security

HALO Technologies Pty Ltd's Email Address Formats

HALO Technologies Pty Ltd uses at least 1 format(s):
HALO Technologies Pty Ltd Email FormatsExamplePercentage
F.Last@halo-technologies.comJ.Doe@halo-technologies.com
50%
F.Last@halo-technologies.comJ.Doe@halo-technologies.com
50%

Frequently Asked Questions

Where is HALO Technologies Pty Ltd's headquarters located?

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HALO Technologies Pty Ltd's main headquarters is located at 1 York Street Level Sydney, New South Wales Australia. The company has employees across 4 continents, including OceaniaNorth AmericaAsia.

What is HALO Technologies Pty Ltd's official website and social media links?

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HALO Technologies Pty Ltd's official website is halo-technologies.com and has social profiles on LinkedIn.

What is HALO Technologies Pty Ltd's NAICS code?

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HALO Technologies Pty Ltd's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does HALO Technologies Pty Ltd have currently?

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As of February 2026, HALO Technologies Pty Ltd has approximately 30 employees across 4 continents, including OceaniaNorth AmericaAsia. Key team members include Chief Executive Officer: M. R.Chief Executive Officer: J. A.Cfo: R. G. C.. Explore HALO Technologies Pty Ltd's employee directory with LeadIQ.

What industry does HALO Technologies Pty Ltd belong to?

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HALO Technologies Pty Ltd operates in the Investment Management industry.

What technology does HALO Technologies Pty Ltd use?

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HALO Technologies Pty Ltd's tech stack includes HotjarLinkedin Insight TagjsDelivrjQuery CDNHubSpot Content HubGooberHubSpot ChatHSTS.

What is HALO Technologies Pty Ltd's email format?

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HALO Technologies Pty Ltd's email format typically follows the pattern of F.Last@halo-technologies.com. Find more HALO Technologies Pty Ltd email formats with LeadIQ.

When was HALO Technologies Pty Ltd founded?

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HALO Technologies Pty Ltd was founded in 2017.

HALO Technologies Pty Ltd

Investment ManagementNew South Wales, Australia11-50 Employees

HALO Technologies is the advisor platform for modern digital wealth management.

We give advisors a single, scalable system that integrates operations, research, trading and digital advice—built for compliance, performance and growth.

Global research: 40,000 companies across 31 exchanges

Market access: Global equities and managed funds via leading custodians

Fractional trading: 15,000+ securities across the US, China and major European exchanges

Productivity tools: Bulk offers, digital client approvals, advisor reporting dashboards, streamlined client onboarding and more

Model Portfolios: 29 model portfolios providing exposure to major global themes and trends including Artificial Intelligence, Defense & Aerospace, Tech Stars, Founder Led and more. 

By combining technology, market access and revenue enablement, HALO delivers the foundation for efficient advice at scale—so firms can spend less time on process and more time on clients.

Who we serve: Financial advisers, wealth managers, private banks and advice-led brokers.
What you get: One platform. Better productivity. Better client experience.

Section iconCompany Overview

Headquarters
1 York Street Level Sydney, New South Wales Australia
NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    HALO Technologies Pty Ltd's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    HALO Technologies Pty Ltd's revenue is estimated to be in the range of $10M$25M

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